Individual skill
nonprofit-fundraising-configure
Configure Nonprofit Cloud Fundraising on an org headlessly — assign permission sets/groups org-wide, enable Fundraising, create a default Gift Designation, configure gift/recurring-donation-failure settings and feature toggles, and offer optional enhanced features (Interest Tags, Interaction Summaries, Record Alerts, Life Events, Timeline). Use when the user asks to set up or enable Nonprofit Cloud Fundraising, configure gift/donation settings, provision an org for fundraising, assign Fundraising permission sets/groups, or create a default gift designation. Also: turn on Fundraising, set up recurring donations, prep an org for testing. Toggle writes use headless-360 operations, never the `IndustriesSettings` Metadata API; the Person Account profile-visibility fix is the one Profile metadata write. DO NOT TRIGGER when: enabling Person Accounts on its own (this skill's Layer 0 gate only), creating gift/donation records post-configuration, or configuring NPSP/Nonprofit Success Pack.
skills/nonprofit-fundraising-configure/SKILL.md
Source commit a8a18ce1e4ba12e69b4073eab98ce31bfbd8271e
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- Last checked
- Nov 4, 2026
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- 1,151
- Repository last updated
- Nov 6, 2026
- License
- Apache-2.0
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- operations Derived category
- testing Derived category
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SKILL.mdcore · 22,089 bytesreferences/gotchas.mddoc · 3,387 bytesreferences/mcp-invocation.mddoc · 48,890 bytesreferences/permission-targeting.mddoc · 1,800 bytes
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# Configure Nonprofit Cloud Fundraising
Turn on Nonprofit Cloud Fundraising for an org: resolve and assign the right permission sets and
groups **org-wide, by role**, confirm the plan, enable Fundraising, create a default Gift
Designation record, configure basic gift/recurring-donation-failure settings and Fundraising
feature toggles, and offer optional enhanced features. Every read/write runs through the **Salesforce-hosted
headless-360 MCP server** via its four meta-tools. Toggle writes use named or org-preference operations, never the
`IndustriesSettings` Metadata API (not available on every org). The org comes from the
session's OAuth JWT; this skill never handles an org id, alias, or credentials.
## Scope
- **In scope**: Person Accounts precondition check and confirmation-gated enablement (excludes
HR-Service side effects), Fundraising license check, permission